Notis-McConarty Edward’s Phillips 66 PSX Stock Holding History

Notis-McConarty Edward’s Portfolio PSX Stock Details PSX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-2,482	Closed	-$236K	–	103
2019 Q1	$236K	Sell	2,482 -550	-18%	-$52.3K	0.11%	97
2018 Q4	$261K	Buy	3,032 +588	+24%	+$57.5K	0.14%	91
2018 Q3	$276K	Hold	2,444	–	–	0.15%	83
2018 Q2	$274K	Sell	2,444 -50	-2%	-$5.62K	0.16%	81
2018 Q1	$239K	Hold	2,494	–	–	0.14%	83
2017 Q4	$252K	Sell	2,494 -600	-19%	-$57K	0.14%	84
2017 Q3	$284K	Sell	3,094 -44	-1%	-$3.73K	0.18%	81
2017 Q2	$259K	Hold	3,138	–	–	0.17%	83
2017 Q1	$248K	Hold	3,138	–	–	0.16%	86
2016 Q4	$271K	Hold	3,138	–	–	0.19%	85
2016 Q3	$252K	Hold	3,138	–	–	0.17%	89
2016 Q2	$249K	Hold	3,138	–	–	0.17%	87
2016 Q1	$272K	Hold	3,138	–	–	0.19%	85
2015 Q4	$257K	Hold	3,138	–	–	0.18%	91
2015 Q3	$241K	Hold	3,138	–	–	0.18%	89
2015 Q2	$252K	Hold	3,138	–	–	0.17%	95
2015 Q1	$247K	Hold	3,138	–	–	0.17%	95
2014 Q4	$225K	Hold	3,138	–	–	0.15%	99
2014 Q3	$255K	Hold	3,138	–	–	0.18%	98
2014 Q2	$252K	Hold	3,138	–	–	0.17%	95
2014 Q1	$242K	Hold	3,138	–	–	0.17%	94
2013 Q4	$242K	Buy	+3,138	New	+$209K	0.17%	94

Other funds holding PSX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Notis-McConarty Edward's PSX Position: Q2 2019 in Review

Notis-McConarty Edward sold out of Phillips 66 (PSX) in Q2 2019, closing a stake of 2,482 shares — an estimated $236K sold.

Notis-McConarty Edward first reported a position in PSX in Q4 2013 and held it in 22 quarters. The position peaked at $284K in Q3 2017. 1,356 funds tracked by Wall St. Rank hold PSX as of Q2 2019.

Notis-McConarty Edward reported no remaining Phillips 66 position as of Q2 2019 after selling out during the quarter.
Notis-McConarty Edward sold 2,482 Phillips 66 shares in Q2 2019, an estimated $236K.
Notis-McConarty Edward first reported a position in Phillips 66 in Q4 2013 and held it in 22 quarters.
Notis-McConarty Edward's Phillips 66 position peaked at $284K in Q3 2017.
1,356 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2019.

Based on Notis-McConarty Edward's 13F filing for Q2 2019, filed 24 Jul 2019.